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THE ANSWER TO POWERING UP YOUR advisory

Advisory, what is it?

Do you mentor your clients to understand their financials? Or, do you assist them in making informed decisions to improve business performance?
Then, you provide advisory.  Bookkeepers and accountants are perfectly placed to offer these services but calculating KPIs and preparing client reports takes time. We need a clever tool to calculate KPIs for all clients so we can manage  financials by exception.
Meet Appy Dash; the answer to powering up time-efficient advisory in your practice.

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No more time-consuming, complex calculations. Review simple, practical KPIs for all clients in one place.

Appy Dash is a twin-set of dashboards that provide a practice-wide view of easy to understand KPIs for all your clients allowing you to triage clients needs and assess who needs the most help today.  The KPIs are complex enough to review business performance and offer advisory insights, but simple enough for time-poor business owners to understand and focus on advice that will become part of their daily to-do list. The changes they make today, can improve their business results for tomorrow.

Practice wide simple, practical KPIs for all clients

Advisory Summary Dashboard

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What is Appy Dash?

It is an automated, high-level client financial overview that gives advisors the ability to manage clients' finances by exception. The data is extracted directly from Xero client files so is accurate and up to date. Client KPIs are accessed all in one place  so advisors can spot errors early and correct them then coach their clients on what they should be focusing on. 

Think of Appy Dash as the automated solution for dipping your toes into the business advisory waters.

Book  a demonstration to see what it can do for your practice advisory journey. Or reach out to implement it for your clients and practice today.

Appy Dash is powered by Dashboard Insights and will be available from mid-February 2023. Send us an email now to register your interest.

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